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Conservative Pool shares owned by Fairfield Financial Advisors

Quarter-by-quarter ownership of Conservative Pool shares owned by Fairfield Financial Advisors from 13F filings

Historical chart of Fairfield Financial Advisors investment in Conservative Pool

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All positions including Conservative Pool held by Fairfield Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Conservative Pool by Fairfield Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $496k 25k 19.82
2024-06-30 $490k 26k 18.87
2023-12-31 $625k 34k 18.26
2023-09-30 $172k 10k 16.99
2023-06-30 $177k 10k 17.48
2023-03-31 $219k 13k 17.15
2022-12-31 $269k 16k 16.64
2022-09-30 $29k 1.8k 16.06
2022-06-30 $30k 1.8k 16.72
2022-03-31 $88k 4.8k 18.16

More positions owned by Fairfield Financial Advisors

Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded (QQQ)
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK)
Jensen Quality Growth I Equity Funds (JENIX)
Parnassus Core Equity Investor Ntf Equity Funds (PRBLX)
T. Rowe Price Capital Appreciation I Ntf Equity Funds (TRAIX)
Vanguard Dividend Growth Fund Inv Equity Funds (VDIGX)
Eli Lilly And Common Stock (LLY)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class A Common Stock (GOOGL)
Berkshire Hathaway Class B Common Stock (BRK.B)
Microsoft Corp Common Stock (MSFT)
Automatic Data Processin Common Stock (ADP)
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVO)
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)

View all positions for Fairfield Financial Advisors

Top funds holding Conservative Pool

Fairfield Financial Advisors
McMahon Financial Advisors

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